BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in VEEV — Veeva Systems Inc

CIK 1654599 MORRISTOWN, NJ

Position in VEEV

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$4,969

-$241,728 QoQ

Shares Held

-97.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#248

of 288 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $8,530,487 across 3 Health Information Services names. VEEV ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HQY	Healthequity, Inc.	94,237	$8,511,485
2	OMCL	Omnicell, Inc.	338	$14,033
3	VEEV	Veeva Systems Inc This page	28	$4,969

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,969	28	-97.9%	Shares	Sole	2026-07-08
2024-06-30	$246,697	1,348	-3.8%	Shares	Sole	2024-08-14
2024-03-31	$324,597	1,401	-21.3%	Shares	Sole	2024-05-09
2023-12-31	$342,878	1,781	-29.9%	Shares	Sole	2024-02-12
2023-09-30	$517,169	2,542	-80.9%	Shares	Sole	2023-10-31
2023-06-30	$2,631,786	13,310	-4.2%	Shares	Sole	2023-07-21
2023-03-31	$2,553,026	13,891	-8.2%	Shares	Sole	2023-05-04
2022-12-31	$2,442,324	15,134	+3.6%	Shares	Sole	2023-01-13
2022-09-30	$2,408,896	14,610	+26.5%	Shares	Sole	2022-10-20
2022-06-30	$2,286,965	11,548	+8.5%	Shares	Sole	2022-07-21
2022-03-31	$2,260,999	10,642	+12.6%	Shares	Sole	2022-05-12
2021-12-31	$2,414,541	9,451	+5.3%	Shares	Sole	2022-02-04
2021-09-30	$2,587,190	8,978	+2.2%	Shares	Sole	2021-11-09
2021-06-30	$2,732,939	8,789	+19.9%	Shares	Sole	2021-08-02
2021-03-31	$1,915,150	7,331	+27.0%	Shares	Sole	2021-05-21
2020-12-31	$1,571,154	5,771	+34.3%	Shares	Sole	2021-02-08
2020-09-30	$1,207,992	4,296	+7.5%	Shares	Sole	2020-10-29
2020-06-30	$937,211	3,998	+3.2%	Shares	Sole	2020-07-28
2020-03-31	$605,777	3,874	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.